Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDOC 3.16%
2 BKIV 1.80%
3 XHE 1.79%
4 HTEC 1.56%
5 ROBO 1.36%
6 FRTY 1.33%
7 MEDI 1.04%
8 EKG 0.85%
9 SCDS 0.62%
10 HART 0.58%
11 BTEC 0.54%
12 KOMP 0.50%
13 FMED 0.41%
14 LGHT 0.41%
15 GDOC 0.35%
16 MMSC 0.34%
17 JDOC 0.34%
18 IHI 0.28%
19 FYC 0.25%
20 FESM 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.12M (10.06%) 136.31K
Increased by +4.37%
Sep 30, 24
2 Artisan Partners Limited Partnership 2.69M (8.66%) 540.34K
Increased by +20.12%
Jun 30, 24
3 BlackRock Inc 2.50M (8.07%) 61.23K
Increased by +2.45%
Jun 30, 24
4 Sands Capital Management, LLC 2.12M (6.85%) -3.11K
Decreased by -0.15%
Sep 30, 24
5 Capital Research Global Investors 1.96M (6.31%) -539.44K
Decreased by -27.59%
Sep 30, 24
6 Mackenzie Investments 1.42M (4.58%) -8.49K
Decreased by -0.60%
Sep 30, 24
7 AllianceBernstein L.P. 1.27M (4.09%) 32.98K
Increased by +2.60%
Jun 30, 24
8 Holocene Advisors, LP 1.04M (3.36%) 124.02K
Increased by +11.89%
Jun 30, 24
9 JPMorgan Chase & Co 947.32K (3.06%) -15.94K
Decreased by -1.68%
Jun 30, 24
10 State Street Corp 896.85K (2.89%) 127.62K
Increased by +14.23%
Jun 30, 24
11 FMR Inc 851.85K (2.75%) -763.81K
Decreased by -89.67%
Sep 30, 23
12 Blair William & Co 799.08K (2.58%) -33.85K
Decreased by -4.24%
Jun 30, 24
13 BRAIDWELL LP 782.56K (2.52%) 256.20K
Increased by +32.74%
Sep 30, 24
14 LTS One Management LP 774.75K (2.50%) -130.25K
Decreased by -16.81%
Sep 30, 23
15 State Street Corporation 769.23K (2.48%) -8.29K
Decreased by -1.08%
Mar 31, 24
16 Geode Capital Management, LLC 727.88K (2.35%) 37.13K
Increased by +5.10%
Jun 30, 24
17 Morgan Stanley - Brokerage Accounts 709.01K (2.29%) 338.82K
Increased by +47.79%
Jun 30, 24
18 Amvescap Plc. 685.72K (2.21%) 101.72K
Increased by +14.83%
Jun 30, 24
19 Champlain Investment Partners, LLC 667.10K (2.15%) -72.16K
Decreased by -10.82%
Sep 30, 24
20 Bank of New York Mellon Corp 582.01K (1.88%) -129.91K
Decreased by -22.32%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sands Capital Global Growth Equity 1.95M (6.29%) -3.73K
Decreased by -0.19%
Sep 30, 24
2 American Funds SMALLCAP World A 1.14M (3.68%) -366.64K
Decreased by -32.17%
Sep 30, 24
3 Canada Life US Small-Mid Cap Growth A 1.04M (3.37%) 0.00
Increased by 0.00%
Aug 31, 24
4 Vanguard Total Stock Mkt Idx Inv 1.00M (3.23%) -5.49K
Decreased by -0.55%
Oct 31, 24
5 Canada Life US Small-Mid Cap Growth F 932.02K (3.01%) 0.00
Increased by 0.00%
Nov 30, 23
6 iShares Russell 2000 ETF 806.80K (2.60%) -1.82K
Decreased by -0.23%
Oct 31, 24
7 Vanguard Small Cap Index 782.48K (2.52%) 1.55K
Increased by +0.20%
Oct 31, 24
8 Artisan Mid Cap Investor 667.12K (2.15%) 15.93K
Increased by +2.39%
Sep 30, 24
9 Artisan U.S. Mid-Cap Growth 667.12K (2.15%) 15.93K
Increased by +2.39%
Sep 30, 24
10 American Funds New Economy A 627.56K (2.02%) -169.16K
Decreased by -26.96%
Sep 30, 24
11 Capital Group New Economy Comp 627.56K (2.02%) -169.16K
Decreased by -26.96%
Sep 30, 24
12 Sands Capital Global Growth A USD Acc 512.49K (1.65%) -9.33K
Decreased by -1.82%
Jun 30, 24
13 Champlain Small Company Fund, LLC 470.78K (1.52%) -2.63K
Decreased by -0.56%
Oct 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 465.13K (1.50%) -14.01K
Decreased by -3.01%
Sep 30, 24
15 Vanguard Small Cap Growth Index Inv 428.78K (1.38%) -2.40K
Decreased by -0.56%
Oct 31, 24
16 JPM Global Healthcare C (acc) USD 419.61K (1.35%) 0.00
Increased by 0.00%
Jan 31, 24
17 CS (Lux) Digital Health Equity SB USD 415.00K (1.34%) 0.00
Increased by 0.00%
Feb 29, 24
18 JPMorgan Small Cap Growth A 384.79K (1.24%) 0.00
Increased by 0.00%
Sep 30, 24
19 AB Small Cap Growth A 378.58K (1.22%) -13.46K
Decreased by -3.56%
Sep 30, 24
20 Bridge Builder Small/Mid Cap Growth 374.80K (1.21%) 590.00
Increased by +0.16%
Oct 31, 24